Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
JM Aggressive Hybrid Monthly IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jan
Top holdings
Infosys Ltd
5.0%
Bajaj Finance Ltd
4.5%
6.79% Govt Stock 2034
3.8%
HDFC Bank Ltd
3.8%
Bajaj Auto Ltd
3.7%
Bharti Airtel Ltd
3.6%
ICICI Bank Ltd
3.3%
Treps
3.3%
REC Ltd
3.0%
Jubilant Foodworks Ltd
2.8%
Top industry exposure
Financial Services
18.7%
Consumer Cyclical
12.4%
Technology
11.3%
Healthcare
10.0%
Basic Materials
6.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
137%
Lock-in period
-
Exit load
• 1% for redemption within 60 days
Fund objective
The investment objective of the Scheme is to provide steady current income as well as long term growth of capital. There can be no assurance that the investment objective of the scheme will be realized. The scheme does not guarantee/ indicate any returns. Investors are required to read all the scheme related information carefully.